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Mount Yale Investment Advisors’s TriNet TNET Stock Holding History

Mount Yale Investment Advisors’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,139
Closed -$101K – 736
2018
Q3 		$101K Sell
2,139
-801
-27% -$45K 0.02% 442
2018
Q2 		$164K Sell
2,940
-320
-10% -$16.8K 0.03% 331
2018
Q1 		$151K Buy
+3,260
New +$144K 0.03% 337

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's TNET Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of TriNet (TNET) in Q4 2018, closing a stake of 2,139 shares — an estimated $101K sold.

Mount Yale Investment Advisors first reported a position in TNET in Q1 2018 and held it in 3 quarters. The position peaked at $164K in Q2 2018. 163 funds tracked by Wall St. Rank hold TNET as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining TriNet position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,139 TriNet shares in Q4 2018, an estimated $101K.
  • Mount Yale Investment Advisors first reported a position in TriNet in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's TriNet position peaked at $164K in Q2 2018.
  • 163 funds tracked by Wall St. Rank held TriNet as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.